TOLLESON PRIVATE BANK
Custodian · DALLAS, United States
- Funds served
- 21
- Advisers served
- 1
- Gross assets on those funds
- $5.08B
- Client launches, 12 months
- 23
Form D launches by this custodian's clients
Fund vehicles filed on EDGAR in the last 12 months by advisers that name TOLLESON PRIVATE BANK on an existing fund. For TOLLESON PRIVATE BANK: your clients' new funds. For everyone else: launches where TOLLESON PRIVATE BANK is the incumbent to beat.
23 launches in the last 12 months by advisers that already use TOLLESON PRIVATE BANK, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock
Funds naming TOLLESON PRIVATE BANK as custodian
- TOLLESON US EQUITY, LP
- TOLLESON INTERNATIONAL EQUITY, LP
- TOLLESON CORE BOND, LP
- TOLLESON HIGH YIELD CREDIT, LP
- TOLLESON 2022 ALTERNATIVE INCOME, LP
All 21 funds with the adviser behind each, gross assets and investor counts. Subscribe to unlock
Source: each adviser's latest Form ADV, Schedule D Section 7.B.(1), as filed on IAPD. Provider names are as written by the adviser; the same firm can appear under several legal entities.